Financial Adviser (Independent)
Cape Town (Hybrid)
Commission-Based | R40,000 Onboarding Support
Curated Heritage Financial Services (Fairbairn Consult FCF069)
Build Your Own Practice. Keep More of What You Earn.
Curated Heritage Financial Services is looking for experienced Financial Advisers who are ready to take control of their careers and earnings.
Operating under Fairbairn Consult (FCF069), a member of the Old Mutual Group, we provide true independence with access to over 120 leading financial product providers, including Old Mutual, Discovery, Sanlam, Momentum, PPS, Allan Gray, Glacier, BrightRock, Coronation and many more.
If you're an established adviser looking to escape product restrictions and build a long-term practice with full support, this opportunity is for you.
What We Offer
R40,000 onboarding support (R20,000 per month for the first two months, subject to minimum production requirements)
Hybrid working model
Full FAIS compliance support
Professional Indemnity cover
Microsoft 365 & AdviceTech CRM
Warm qualified leads provided
B2B lead generation campaigns
Daily coaching and operational support
Friday product training
Commission paid twice monthly
Commission Structure
Your own clients: 70% to you | 30% agency
Agency-generated leads: 50% / 50%
The more business you generate yourself, the more you earn.
Minimum Requirements
RE5 (Essential)
Minimum 120 NQF Level 5 credits (FSCA recognised)
Minimum 2 years' experience as a Financial Adviser
Proven commission earnings of R30,000+ per month
90%+ persistency
Comfortable working on a commission-only model from Month 3
Strong networking, prospecting and relationship-building skills
Experience with Old Mutual, Discovery, Sanlam, Momentum, Liberty, PSG or similar will be advantageous.
Ideal Candidate
You are:
A hunter who enjoys building your own pipeline
Passionate about financial planning
Comfortable meeting business owners and professionals
Self-motivated and target driven
Looking for genuine independence with full support behind you
If you're ready to build a long-term advisory practice while enjoying access to South Africa's leading financial providers, we'd love to hear from you.